Who owns SIXO (SIXO)
Which tracked institutional funds hold SIXO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SIXO company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
7 tracked funds added or opened SIXO while 17 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SIXO’s largest tracked holder by dollar value, AE Wealth Management LLC, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SIXO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 70 tracked filers holding SIXO, 33 increased or opened the position and 38 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SIXO between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- JANE STREET GROUP, LLC$23M
- GTS FINANCIAL, LLC$2M
- POM Investment Strategies, LLC$2M
Full exits 2
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- JPMORGAN CHASE & CO$1M
Largest adds
- Allianz SE$7M
- Elevated Capital Advisors, LLC$7M
- Patriot Financial Group Insurance Agency, LLC$3M
- OSAIC HOLDINGS, INC.$729K
Largest trims
- Lloyd Advisory Services, LLC.$20M
- RAYMOND JAMES FINANCIAL INC$5M
- AE Wealth Management LLC$4M
- Ausdal Financial Partners, Inc.$1M
- LifeWealth Investments, LLC$1M
- Outlook Wealth Advisors, LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| AE Wealth Management LLC trimmed | 3,917,163 | $132M | 39.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 684,162 | $23M | 7.0% | 2026-Q1 |
| Mid-American Wealth Advisory Group, Inc. | 606,671 | $21M | 6.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 349,906 | $12M | 3.6% | 2026-Q1 |
| RFG Advisory, LLC added | 322,420 | $11M | 3.3% | 2026-Q1 |
| Allianz SE added | 218,372 | $7M | 2.2% | 2026-Q1 |
| Elevated Capital Advisors, LLC added | 210,017 | $7M | 2.1% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 197,158 | $7M | 2.0% | 2026-Q1 |
| SMART Wealth LLC trimmed | 187,385 | $6M | 1.9% | 2026-Q1 |
| Wellment Financial trimmed | 185,135 | $6M | 1.9% | 2026-Q1 |
| B.O.S.S. Retirement Advisors, LLC trimmed | 184,579 | $6M | 1.9% | 2026-Q1 |
| LPL Financial LLC added | 173,709 | $6M | 1.8% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 169,540 | $6M | 1.7% | 2026-Q1 |
| Cetera Investment Advisers added | 141,479 | $5M | 1.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 140,008 | $5M | 1.4% | 2026-Q1 |
| FWG Investments, LLC. added | 127,125 | $4M | 1.3% | 2026-Q1 |
| BECK CAPITAL MANAGEMENT, LLC trimmed | 112,500 | $4M | 1.1% | 2026-Q1 |
| USA FINANCIAL FORMULAS trimmed | 110,556 | $4M | 1.1% | 2026-Q1 |
| Integrated Wealth Management trimmed | 89,561 | $3M | 0.9% | 2026-Q1 |
| LifeWealth Investments, LLC trimmed | 86,066 | $3M | 0.9% | 2026-Q1 |
| Great Lakes Retirement, Inc. trimmed | 70,863 | $2M | 0.7% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 70,783 | $2M | 0.7% | 2026-Q1 |
| Centennial Advisors, LLC trimmed | 68,595 | $2M | 0.7% | 2026-Q1 |
| RED CRANE WEALTH MANAGEMENT, LLC added | 64,820 | $2M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 61,197 | $2M | 0.6% | 2026-Q1 |
| GTS FINANCIAL, LLC new | 64,024 | $2M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 57,715 | $2M | 0.6% | 2026-Q1 |
| FSA Advisors, Inc. added | 55,815 | $2M | 0.6% | 2026-Q1 |
| POM Investment Strategies, LLC new | 52,473 | $2M | 0.5% | 2026-Q1 |
| Quest 10 Wealth Builders, Inc. added | 45,311 | $2M | 0.5% | 2026-Q1 |
| Csenge Advisory Group trimmed | 38,607 | $1M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 31,940 | $1M | 0.3% | 2026-Q1 |
| Outlook Wealth Advisors, LLC trimmed | 29,719 | $1M | 0.3% | 2026-Q1 |
| Kingdom Financial Group LLC. trimmed | 29,115 | $984K | 0.3% | 2026-Q1 |
| Lloyd Advisory Services, LLC. trimmed | 29,115 | $984K | 0.3% | 2026-Q1 |
| World Investment Advisors trimmed | 28,575 | $965K | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC added | 27,278 | $921K | 0.3% | 2026-Q1 |
| Networth Advisors, LLC trimmed | 25,793 | $871K | 0.3% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 25,488 | $861K | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 22,042 | $745K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 18,476 | $624K | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 12,839 | $434K | 0.1% | 2026-Q1 |
| Crown Wealth Group, LLC new | 12,012 | $406K | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 11,726 | $396K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 11,337 | $383K | 0.1% | 2026-Q1 |
| Secure Asset Management, LLC | 10,702 | $362K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 10,526 | $356K | 0.1% | 2026-Q1 |
| Financial Network Wealth Advisors LLC | 10,334 | $349K | 0.1% | 2026-Q1 |
| Triad Wealth Partners, LLC new | 9,691 | $327K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 9,525 | $322K | 0.1% | 2026-Q1 |
| Blackston Financial Advisory Group, LLC trimmed | 9,400 | $318K | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC new | 8,845 | $299K | 0.1% | 2026-Q1 |
| Comprehensive Financial Consultants Institutional, Inc. trimmed | 8,112 | $274K | 0.1% | 2026-Q1 |
| Authentikos Wealth Advisory, LLC added | 8,098 | $274K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 7,398 | $250K | 0.1% | 2026-Q1 |
| First Heartland Consultants, Inc. new | 7,075 | $239K | 0.1% | 2026-Q1 |
| Forty-three Eighteen Advisors, LLC | 6,800 | $230K | 0.1% | 2026-Q1 |
| Walser Wealth Management Company, A Ltd Liability Co new | 6,507 | $220K | 0.1% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 6,030 | $204K | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 5,982 | $202K | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 3,949 | $133K | 0.0% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 3,058 | $103K | 0.0% | 2026-Q1 |
| Key Capital Management, INC added | 1,818 | $61K | 0.0% | 2026-Q1 |
| UBS Group AG added | 1,087 | $37K | 0.0% | 2026-Q1 |
| Decker Retirement Planning Inc. added | 997 | $34K | 0.0% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 912 | $31K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC new | 410 | $14K | 0.0% | 2026-Q1 |
| ASSETMARK, INC added | 327 | $11K | 0.0% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. new | 196 | $7K | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 16 | $541 | 0.0% | 2026-Q1 |
| Atria Wealth Solutions, Inc. trimmed | 163,163 | $5M | 1.6% | 2025-Q2 stale |
| Strategic Blueprint, LLC trimmed | 67,656 | $2M | 0.7% | 2025-Q3 stale |
| Janney Montgomery Scott LLC trimmed | 65,274 | $2M | 0.6% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC | 50,612 | $2M | 0.5% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 40,632 | $1M | 0.4% | 2025-Q4 stale |
| JPMORGAN CHASE & CO added | 29,182 | $1M | 0.3% | 2025-Q4 stale |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 16,726 | $528K | 0.2% | 2025-Q2 stale |
| Lord & Richards Wealth Management, LLC trimmed | 13,850 | $437K | 0.1% | 2025-Q1 stale |
| HRT FINANCIAL LP added | 11,465 | $388K | 0.1% | 2025-Q3 stale |
| Main Street Financial Solutions, LLC | 8,784 | $305K | 0.1% | 2025-Q4 stale |
| Signal Advisors Wealth, LLC new | 9,569 | $302K | 0.1% | 2025-Q1 stale |
| MML INVESTORS SERVICES, LLC new | 8,082 | $281K | 0.1% | 2025-Q4 stale |
| GeoWealth Management, LLC new | 7,466 | $247K | 0.1% | 2025-Q2 stale |
| RIA Advisory Group LLC trimmed | 6,336 | $215K | 0.1% | 2025-Q3 stale |
| Slagle Financial, LLC new | 5,873 | $204K | 0.1% | 2025-Q4 stale |
| Transce3nd, LLC added | 5,645 | $187K | 0.1% | 2025-Q2 stale |
| Allianz Investment Management U.S. LLC | 5,000 | $170K | 0.1% | 2025-Q3 stale |
| Park Square Financial Group, LLC added | 3,284 | $109K | 0.0% | 2025-Q2 stale |
| Capital A Wealth Management, LLC trimmed | 1,672 | $53K | 0.0% | 2025-Q1 stale |
| Richard W. Paul & Associates, LLC | 299 | $10K | 0.0% | 2025-Q2 stale |
| BARCLAYS PLC trimmed | 272 | $9K | 0.0% | 2025-Q2 stale |
| Global Retirement Partners, LLC new | 257 | $9K | 0.0% | 2025-Q2 stale |
| Royal Bank of Canada trimmed | 193 | $6K | 0.0% | 2025-Q2 stale |
| Pineridge Advisors LLC trimmed | 113 | $4K | 0.0% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 100 | $3K | 0.0% | 2025-Q4 stale |
| MORGAN STANLEY new | 65 | $2K | 0.0% | 2025-Q4 stale |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 40 | $1K | 0.0% | 2025-Q4 stale |
| CWM, LLC | 6 | — | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.